• Jenny Bergeron awarded 2025 5 Star Wealth Manager Award for 2025

    Press Release

    Jenny DeRosa Bergeron of Allegra Wealth Management, LLC (formerly Athene Wealth Management) in Glastonbury received the 2025 Five Star Wealth Manager Award for the seventh consecutive year. For 2025, she was chosen out of 3,641 Connecticut-area wealth managers considered for the award; 236 (6% of candidates) were received the honor. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria, including but not limited to the following:

    • Credentialed as a registered investment adviser or a registered investment adviser representative.
    • Actively licensed as a registered investment advisor in the financial services industry for a minimum of five years
    • Individuals have a favorable regulatory and complaint history review.
    • Criteria must be met for number of clients served and recent personal production and performance that meets industry specific criteria.
    • Certain education and professional designations/ industry and board certifications.
     
    For a full description of the criteria of eligibility you may visit https://www.fivestarprofessional.com/awardwinners/CONWM
     
    Jenny DeRosa Bergeron, a Glastonbury resident, is the founding member of Allegra Wealth Management, LLC (formerly Athene Wealth Management) and an independent advisor with LPL Financial. Jenny offers comprehensive wealth management that includes tax efficient investing, financial planning, cash flow and risk management. Her comprehensive approach includes partnering with a team of financial professionals like estate attorneys and tax professionals to help clients reach their goals.
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    To learn more contact Allegra Wealth Management at 860-430-2637, jenny@allegrawealthmanagement.com, or visit www.allegrawealthmanagement.com.


    About LPL Financial
    LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion* in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
    Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Allegra Wealth management and LPL Financial are separate entities.
    *Value approximated based on asset and holding details provided to LPL from end of year, 2024.
    Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

    Jenny Bergeron awarded 2025 5 Star Wealth Manager Award for 2025
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